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OVERVIEW
Our unique technological capabilities, multi-faceted investment strategies and culture of integrity shape our position as a leading financial services provider.
Per Capita is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 15+ years, our success has been anchored in one purpose: to serve as our clients’ most trusted financial partner, guarding and growing their assets as though they are our own. Today, we are strong around the world and manage more than $1.3 trillion in assets (as of March 31, 2023) for our clients.
We earn their trust by staying true to our steadfast fiduciary heritage and providing differentiated, exceptional service tailored to each client’s specific needs. Our market-leading technological capabilities—spanning from artificial intelligence for currency management, blockchain for fund administration and cloud-based solutions to deliver personalized wealth management services—allow us to deliver the highest level of service to our clients with speed and precision.
PURPOSEFUL INVESTORS, APPLYING PRACTICAL WISDOM
We are investment manager that never loses sight of one simple truth: investing ultimately serves a greater purpose. With a rich history of helping discerning investors realize their financial goals, we employ a purposeful, risk-aware approach that leverages the practical wisdom gained over time- and has earned us the confidence of investors worldwide.
WHO WE ARE
People driven by purpose, guided by humility
At Per Capita, we are passionate about investing and client outcomes. Astute, yet humble, we engage without assumptions and arrogance. This frees us to see things from different perspectives, explore all possibilities, and never lose sight of our purpose: to deliver on our clients’ purpose for investing.
OUR CORE BELIEFS
Respect the Purpose
We've served generations of sophisticated investors, building entire portfolios to meet their varied financial goals and needs. All the while, never losing sight of one simple truth: every investment serves a specific purpose, all in service of a broader goal.
Life-Long Learners Fueled by Curiosity
We are insatiably curious and exceptional listeners. Life-long learners at our core, we have mastered the art and science of listening — and knowing when to probe. We ask, we analyze and then we combine what we’ve heard with what we know to deliver practical and actionable insights and solutions.
Decidedly Inclusive, Refreshingly Open-Minded
Being humbly open-minded is a hallmark of our collaborative, inclusive culture. We embrace diversity — of thought, backgrounds and cultures — and approach every opportunity and challenge without assumptions, without arrogance.
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